B Graham Disciple @bgrahamdisciple
I am a trader and investor with over 25 years of experience in the securities industry, mostly in equities and options. Xitter sucks; Threads rules. tesladeaths.com bgrahamdiscipleAtThreads Joined March 2018-
Tweets24K
-
Followers13K
-
Following201
-
Likes79K
1/7 Hey @RonBaronAnalyst, a few questions on your @SquawkCNBC appearance today. First, you said $TSLA does $4bn/qtr in net income; yet, in the most recent quarter, $TSLA reported $1.1bn in net income. Thus, did you misspeak, or is there an error in your model? Care to clarify?
1/7 Hey @RonBaronAnalyst, a few questions on your @SquawkCNBC appearance today. First, you said $TSLA does $4bn/qtr in net income; yet, in the most recent quarter, $TSLA reported $1.1bn in net income. Thus, did you misspeak, or is there an error in your model? Care to clarify? https://t.co/3TbZPdXZ1e
It’s ironic that $TSLA saw its biggest Q1 regional revenue decline in the US. It’s actually funny when you realize that this happened despite 20% price cuts and the start of IRA incentives. The more that $TSLA sales drop in the US, the more irrelevant FSD becomes.
Board meets on 2/4. Kathleen Wilson-Thompson files to sell 36% of her shares the NEXT DAY (claiming no MNPI). Five days later she is appointed as the special committee (of one) for a $50b vote. Extensive proxy makes no mention of her pending sales when discussing her independence
Who wore it better? #Tesla $tsla
Tesla 10-Q: “In April 2024, we initiated certain restructuring actions in order to reduce costs and improve efficiency. As a result, we expect to recognize in excess of $350 million of costs primarily related to employee termination expenses in the second quarter of 2024.”
Does anyone remember the last time Tesla filed a K or Q the morning after an earnings call and what happened next? I am too lazy to check manually.
1/9 Are you actively engaging in cognitive dissonance, @munster_gene, or have you morphed into a cheerleader for $TSLA, devoid of the ability to remember what was said, A LITTLE MORE THAN A YEAR AGO, at $TSLA's 3/1/23 investor day a 🧵.
1/9 Are you actively engaging in cognitive dissonance, @munster_gene, or have you morphed into a cheerleader for $TSLA, devoid of the ability to remember what was said, A LITTLE MORE THAN A YEAR AGO, at $TSLA's 3/1/23 investor day a 🧵.
I usually don't comment on $TLSA China weekly insured, as the numbers fluctuate wildly due to export priority. Here are 4 reasons why I think this time it's different. h/t @Tslachan
Modern Philosophy with Tesla Bros
I am having trouble convincing myself to take any profits and have any caution w/r/t today’s Tesla (lack of) earnings call.
Getting the final reps in before the Tesla earnings call
Devastatingly good stuff, as always, from @Tweetermeyer: niedermeyer.io/2024/04/22/no-…
It is simply not possible to watch this clip too many times. Thinking of leaving it on in the background on a loop.
Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTUfly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and MastodonMontana Skeptic @Mont.. @montana_skeptic
23K Followers 852 Following Annoying Elon since 2016. https://t.co/pu3GyHmdmF…JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since EnronRick Bomstein @BomsteinRick
11K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.Gordon Johnson @GordonJohnson19
48K Followers 597 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl adviceChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqCommonSenseSkeptic @C_S_Skeptic
10K Followers 2K Following An award-winning YouTube channel, reminding people how important critical-thinking skills are, at a time when some common sense and logic is desperately needed.Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Taylor Ogan @TaylorOgan
23K Followers 6K Following CEO at @snowbullcapital // In China for investment opportunities // Boston to Shenzhen // Grammar nut // Disclaimer: https://t.co/CYiDT5xlMLSuspected Saboteur @ShortingIsFun
5K Followers 2K Following My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. On Threads, same username.Dean Sheikh @DeanSheikh1
4K Followers 219 Followingcoloradotravis @coloradotravis
69K Followers 1K Following BEARLORD || Philosophy degrees are worth it. CEO of a new thing. On threads; same handle.funwithnumberz @funwithnumberz
5K Followers 218 Following Brain required for entrance. Not investment advice. RT ≠ E. Ark Invest does not have to sell a Tesla position if the weight hits 10%.Yolo𝕏ing of $TSLAQ.. @yoloption
3K Followers 492 Following Options degen $TSLAQ convert, tracking the madness of #ElonQ and his lemmings Certified QE Conspiracist by @neelkashkari I shitpost a lot. NO INVESTMENT ADVICE.CoverDrive @CoverDrive12
4K Followers 1K Following Engineer. Immune to Pop Science. "Always do right. This will gratify some people and astonish the rest." And keep your stick on the ice!Tom Hearden @followtheh
19K Followers 6K Following Hedge Fund trader and manager. Former sell side and NYSE. Views are my own and not my employer's or investment advice. 10 billion shares traded. #FINTWIT 50George Noble @gnoble79
57K Followers 3K Following Managed Fidelity Overseas Fund, #1 mutual fund in USA. Former Peter Lynch assistant. Barron’s Round Table. Founded two $1b+ hedge funds. “KNOW WHAT YOU OWN.”Clarrette Chloe @BennsLangx
1K Followers 2K Following Investor $NVDA . Change is inevitable. Growth is optional.yutu @yutu45026383
135 Followers 1K FollowingAakash @AakashKath
31 Followers 413 FollowingChaudhry Bashir Hamee.. @BASHIRHAMEED
86 Followers 3K Following Master's of Investment and Finance from Queen Mary, University Of London.Former Manager at Dell Technologies , self employed at Hameed Agriculture Farm.coops @tcoops021
332 Followers 3K FollowingJeffrey Due @DueJeffrey
43 Followers 389 Following You make most of your money in a bear market, you just don’t realize it at the time.”Zammerloosche @d_schau
86 Followers 1K Following Shed your ego / Take ownership / Always show integrity / Think long-term / Create win-win /Kimber72 @Kimber7213
173 Followers 1K Following A little girl trying to find her way. Seeks truth and justice. If there even is any? New York Giants! Dystopian junkie.Boy @Nergock
279 Followers 970 FollowingRob Tarr @RobTarr1
391 Followers 1K Following🦝🐻 @spamevangelist
467 Followers 1K FollowingTahir Rehan @TahirRehan19
278 Followers 5K FollowingAnglo Saxon @StevenA57054944
35 Followers 75 FollowingMyBurnerAccount @MyBurnerAcount3
0 Followers 28 Followinglylou gailard @lylou_gailard
14 Followers 795 FollowingTaxi4Hire @taxis2london
200 Followers 4K Following Taxi4hire are a small black cab company who specialise in airports transfers and long distance work in and around London and beyond tel 02031502969Bharat Balachandran @BharatBCheraman
68 Followers 41 FollowingSandy @Sandy00172649
2K Followers 5K FollowingBob Jones @BobJone20960626
98 Followers 310 FollowingTanay Jitani @tanay_jitani
15 Followers 258 Followinghoorayhooray @alternateguy65
134 Followers 317 FollowingVipin kr. Singh @vipin384
16 Followers 96 FollowingNano X Solar @NanoXSolar1
294 Followers 2K Following Tooling Supplier 🏭 for solar cells, glass/BIPV & solid-LFP. Designer of Next-Gen Ai Foundries. Tier 1 Batteries, Solar & EPC. Tier 1 Tools for NetZero MFG.Jeremy Kinney @triplehooks
55 Followers 742 Following𝕊𝕖𝕔𝕣𝕖�.. @SecrFinance
172 Followers 521 Following "The hardest thing to explain is the glaringly evident which everybody had decided not to see".BowTiedStocks @bowtiedstocks
219 Followers 716 Following CA | Business Operator | Investor | Equity Markets | Avid Broncos FanJonathan Dangerfield @JonathanDanger8
68 Followers 180 FollowingColin Russell @colinrrussell
107 Followers 515 Followingdan @dantells444
46K Followers 21K Following creator acquisition @ https://t.co/mSeBQUw92c ~ helping creators make more $$ onlineBobHG B Paul Muad’D.. @RobertHG_B
1K Followers 2K Following Einstein/Albert/Hoche Versailles🧬UFR Paris-Saclay Pharmaceutical & Biologicial Sciences Ph.D 🇲🇦Fès 🇮🇱Eilat 🇸🇳Dakar 🇻🇳Hanoï 🧪🔬FluctuatNecMergitur❤️💙Kendall Roy @KendallRoy7915
5 Followers 49 FollowingJohn Ttiger @johnjohn9158
322 Followers 3K FollowingСТАИ @lupinest
79 Followers 2K FollowingIan @Electric13W
24 Followers 88 Following一天不浪费 @Ytblf
369 Followers 833 Following 1、你不让乡镇强大和独立,你从那里只会得到顺民,而绝不会得到公民;2、个人努力和社会力量结合,常会完成最集权和最强大的行政当局所完不成的工作;3、民主政府经过时间的推移,一定能增加社会的实力,但它不能像贵族政府或专制君主国那样立即把力量集中于一点和一个时刻。——《论美国的民主》RightValue @Cok2Dennis
254 Followers 2K FollowingStefan Hummel @gershu
171 Followers 689 Following For the time being I use twitter as another channel of information. I'm interested in IT,social media, finance, mindfulness and outstanding personalities.Tablet User @jtablet285
82 Followers 307 Following-_- @M2054411012
39 Followers 294 FollowingStanphyl Capital @StanphylCap
34K Followers 56 Following Value investor with some opinions. Registered Independent. Beware of copycat scammers using my profile! My name is Mark B. Spiegel. https://t.co/iVzhUmkFI8Motorhead @BradMunchen
20K Followers 2K Following Automotive Long/Short. Don't follow me if you don't like shit posts about Musk & Tesla. More balanced takes on Tesla here: https://t.co/8lbZs0zwTUfly4dat @fly4dat
11K Followers 247 Following Will cover $TSLAQ short @ $0 fly4dat on Threads, Bluesky and MastodonMontana Skeptic @Mont.. @montana_skeptic
23K Followers 852 Following Annoying Elon since 2016. https://t.co/pu3GyHmdmF…JC Oviedo @JCOviedo6
15K Followers 1K Following Locked in my parents' basement working to expose the biggest frauds since EnronRick Bomstein @BomsteinRick
11K Followers 1K Following Took the red pill. BTW this is purely a Matrix reference. Get your mind out of the gutter. Rick Bomstein does not exist.E.W. Niedermeyer @Tweetermeyer
31K Followers 3K Following Author of Ludicrous: The Unvarnished Story of Tesla Motors. Co-host @TheAutonocast. Not sure how much more mobility innovation I can take. YMMV.Gordon Johnson @GordonJohnson19
48K Followers 597 Following "Derivatives, are financial weapons of mass destruction, carrying dangers that, while now latent, are potentially lethal”-W Buffett; tweets are not fincl adviceBag Holder @BagholderQuotes
44K Followers 641 Following You don't loose if you don't sell. A satire, parody, and humor account. A silly thing. We all hold bags so let’s at least have some fun with it.Christopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqCommonSenseSkeptic @C_S_Skeptic
10K Followers 2K Following An award-winning YouTube channel, reminding people how important critical-thinking skills are, at a time when some common sense and logic is desperately needed.Kuppy @hkuppy
137K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.Taylor Ogan @TaylorOgan
23K Followers 6K Following CEO at @snowbullcapital // In China for investment opportunities // Boston to Shenzhen // Grammar nut // Disclaimer: https://t.co/CYiDT5xlMLSuspected Saboteur @ShortingIsFun
5K Followers 2K Following My Finance work experience was being a runner at the CBOT in HS...in other words: None. Entertainment only. Automotive focused. On Threads, same username.Dean Sheikh @DeanSheikh1
4K Followers 219 FollowingYolo𝕏ing of $TSLAQ.. @yoloption
3K Followers 492 Following Options degen $TSLAQ convert, tracking the madness of #ElonQ and his lemmings Certified QE Conspiracist by @neelkashkari I shitpost a lot. NO INVESTMENT ADVICE.CoverDrive @CoverDrive12
4K Followers 1K Following Engineer. Immune to Pop Science. "Always do right. This will gratify some people and astonish the rest." And keep your stick on the ice!Compound248 💰 @compound248
58K Followers 654 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”Lucas Lyons @MajorHedgeFund
3K Followers 0 Following Organic intelligence participating in the meme economy. Luddite developing on a 4090. Misanthropic tendencies. Metal league StarCraft.Adam Karpiak @Adam_Karpiak
39K Followers 266 Following Looking for a job sucks. I make it suck less. Want my free newsletter? 👉 https://t.co/RSdNnszIOy Need my help? 👉 https://t.co/T3YsZzNy0BLiam Nissan™ @theliamnissan
326K Followers 14K Following What I have is a particular set of skills; skills that make me a nightmare for Nazi dickbags on the internet. I joke, and drive a Nissan (parody)🚨Fud News @FudBos
2K Followers 490 Following CEO of FUD. Questioning the hype surrounding $TSLA and EVs, seeking truth beyond the buzz. Empowering critical thinking and informed investing decisions.Anastasia @_____Tasia_____
250 Followers 8 Following Tweets are my opinion & should not be used as trading or investment advice. Wife, mother, trader, investor, mathematician, astrophysicist, equestrian. #YachtingEdwarDiGi @EdwardDiGi
995 Followers 623 Following ⚡️☀️🌻⛽️ #solarthermal #oilandgas #biomethane #hydrogen #uraniumTesla Info @TeslaInfoCom
2K Followers 8 Following Comprehensive inventory, release notes and owner information. We routinely spot new releases and new inventory first.Joe Weisenthal @TheStalwart
356K Followers 6K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.New York Post @nypost
3.1M Followers 11K Following Breaking news & features from The New York Post. Follow your favorite sections: @pagesix, @nypmetro, @nypostbiz, @nypostsports, @nypfashion, @nypostopinionVFXPilot @VFXPilot
104 Followers 76 Following VFX, flying and a passing interest in Swift programming, finance, racing and some other oddities. Your political views are not mine. May have won an award once.Facts Chaser 🌎 �.. @Factschaser
9K Followers 118 Following Majordomo. Professional explainer. Humanitarian. Made stuff at Apple, Google, Twitter.🚨 **Turn on notifications so my “controversial” posts are not silenced**humans without contex.. @HumansNoContext
5.3M Followers 16 Following memes & videos that’ll make you smile [email protected]Ravi Shrestha @RaviCShrestha
1 Followers 5 FollowingSlope of Hope @SlopeOfHope
25K Followers 9 Following 📈 Chartist of the financial markets. Created Prophet (sold to Ameritrade) and https://t.co/GBXrbonenT. Original @tastyliveshow host, author & market pundit 📈Ricky_Stock_Bobby @RickyStockBobby
288 Followers 160 Following Here’s the deal I’m the best there is. Plain and simple. I wake up in the morning and piss excellence. Not financial advice. Shake and bake.Elon Musk @elonmusk
181.2M Followers 582 FollowingArcaRays 💯⚖️�.. @ellyArcaRays
1K Followers 2K Following Analyst of humans: Charts or gait. Tai chi, Pilates, balance & fitness. Former: gymnast || powerlifter I can really mark up a chart!The Chart Genie🧞�.. @TheChartGenie
57 Followers 54 Following We believe the most basic charting is the most useful tool in trading/investing in stocks. Any Chart or call on a stocks movement is our personal opinion ONLYDan O'Dowd @RealDanODowd
32K Followers 2K Following Green Hills Software CEO and Founder of The Dawn Project. I am running a campaign to make computers safe for humanity and ban Tesla Full Self-Driving.Verizon Support @VerizonSupport
238K Followers 31 Following The 24/7 Team, here when you need support for mobile devices, home internet, TV, and phone. Verizon is #TheNetworkAmericaReliesOnDan Stringer, SEC Pim.. @Danstringer74
9K Followers 2K Following Elon and I both agree. We do not respect the SECAutism Capital 🧩 @AutismCapital
271K Followers 0 Following Citizen journalism with a humorous flair. Following Fintech, Crypto, AI, Longevity, and wherever big grift energy goes.HiddenPivots @HiddenPivots
49K Followers 89 Following Proprietary #HPsignals• Charts/Tweets solely for educational purposes. Not a recommendation to buy or sell stocks or options• Join us at: https://t.co/OcckLE6uA4Andrew Walker @AndrewRangeley
33K Followers 788 Following Head of Research and Portfolio Manager at Rangeley Capital. Part time podcast host / blogger; Full time Cookie Monster.Car Dealership Guy @GuyDealership
456K Followers 525 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Industry Jobs https://t.co/TvUrG7DI0Z | DM submissions@[email protected].. @AnnMLipton
9K Followers 1K Following Biz & securities prof at Tulane Law. Blogging at https://t.co/HMlf109HSm…. More active at @annmlipton.bsky and @[email protected]Car Porn @Auto_Porn
989K Followers 473 Following Bringing you pictures of the nicest cars on this planet daily • Contact us [email protected] @LoganVignovic • Snapchat 👻 Auto_PornThe Dawn Project @RealDawnProject
2K Followers 4 Following Making Computers Safe for Humanity. The first danger we are tackling is Elon Musk’s reckless deployment of unsafe Full Self-Driving cars on our roads.HOUSE PORN @HOUSEPORN___
2.7M Followers 0 Following Discover original houses. DM for credit/removal or business.Bill Gurley @bgurley
665K Followers 2K Following VC @benchmark, Investor: @grubhub, @zillow, @uber, @stitchfix, @nextdoor, @glassdoor, @hacker0x01, @solvhealth, @roverdotcom, @instawork Trustee @sfiscienceK.Nobody @NobodyKyl
77 Followers 61 Following Former forensic accountant. Might have been your accounting professor. Retired and watching equities going up and down. Nihilist investor.Jesse's Palm @Jessespalm
301K Followers 22 Following Crypto geek kid turned digital nomad 🌍 Live life, write crypto. ✈️💰Reboticon @Reboticant
2K Followers 2K Following Chaotic Good / Convicted weed felon. (really)/ Dogs, cars, guitars, and shitposts/ Not the worst/ Tweets known to cause cancer by the state of CaliforniaMichael Membrado @MMMembrado
249 Followers 2K Following Investment mngmnt focused on LT growth medtech (devices and biotech enablement/drug delivery). Came up as corp finance/securities/M&A lawyer. Extreme moderate.10-K Diver @10kdiver
291K Followers 160 Following I help people understand the fundamentals of finance and investing.Emperors Without Clot.. @ClothesTesla
2K Followers 1K Following Corporate Lawyer | Auto / Cycling Enthusiast | Not a financial advisor | Not investment advice | Do your own researchESG Hound @ESGhound
6K Followers 1K Following Alleged personal and business account of Eric Roesch, MS | Sometimes wrong, always in doubt, never stops diggingScorpion Capital @ScorpionFund
61K Followers 197 Following Activist short selling focused on frauds and promotes. Presume all tweets reflect short positions and biased opinion. Verify independently. Not inv advice.The Model S becomes the first $TSLA vehicle to see its used index on CarGurus hit minus 55% since the peak. Appreciating assets, bro.
1/7 Hey @RonBaronAnalyst, a few questions on your @SquawkCNBC appearance today. First, you said $TSLA does $4bn/qtr in net income; yet, in the most recent quarter, $TSLA reported $1.1bn in net income. Thus, did you misspeak, or is there an error in your model? Care to clarify?
⚡️Full clip of @RonBaronAnalyst talking $TSLA on @CNBC today: 1:28 - 2014 meeting with @elonmusk the “most interesting meeting he’s ever listened to” 5:30 - “hybrids, that’s not going to last a year” 6:30 - Robotaxi / Legacy auto 8:25 - “Now is the bottom” for Tesla stock!
- they are filing a bunch of motions to make sure that what starts in Delaware stays in Delaware, meaning, Musk's pay package and the effect of any ratification votes will be adjudicated in a Delaware court, with a Delaware court able to order appropriate remedies. That's all.
There is no attempt to block a move to Texas. Only to make sure the litigation over Musk's pay, and over any new votes, stays in Delaware.
People are starting to notice how full of shit Elon is. Collapsing auto business will do that.
Looking back on the progression of @elonmusk comments on full self-driving🚗
It’s ironic that $TSLA saw its biggest Q1 regional revenue decline in the US. It’s actually funny when you realize that this happened despite 20% price cuts and the start of IRA incentives. The more that $TSLA sales drop in the US, the more irrelevant FSD becomes.
Martin is not part of the Executive Team, as I see it. But I never miss an opportunity to point out that executive turnover at Tesla remains very high. Musk has been unable to hold a team together for more than two years since . . . 2016? Or thereabouts.
In case you were thinking Tesla will immediately start generating cash from their proposed ride-hailing service: Uber started in 2009 and did not achieve positive cash from ops until 2021. It took 14 years to generate the first profit.
Tesla needs 502,205 vehicle deliveries in Q2 2024. Since @elonmusk stated that they would still grow vehicle sales volumes this year over 2023, this is the amount that would be needed in Q2 to just break even by the mid year mark.
papa thank you for trying to keep the market up 🙏 we will all miss Martin 😢 can’t wait for the Model 2! Go Tesla!! $TSLA
Let me get this straight…every single prominent executive at $TSLA has resigned in the last year and you haven’t yet figured out something is amiss? Something big is coming and it ain’t likely good!
NEWS: $TSLA offers zero down payments on 3/Y in China, per Reuters. 0% financing, price cuts, now this? 🚨
🚨 Chart Update - $TSLA Regional Data These charts were created from regional data published in the 10-Q. I updated the charts to include "Services and Other" in Automotive Revenue. Big difference in revenue/car in China vs. rest of the world.
Congratulations to all the $TSLA bulls that were coming down and taking shots at the shorts today due to the 12% pump pop with the stock closing at $162.13. Your 50-day $TSLA moving average only dropped from $176.81 to $176.25 today. Heads up: You may want to look at the 10-Q
@dartmonkeytrdg @bgrahamdisciple They could've easily deferred other revenues, such as regulatory credits, megapacks, etc. Auto revenues as they are imply that Q1 ASPs were up 1.5% QoQ. We know that's not the case given all of the discounting that went on.
@rschmied @GordonJohnson19 @bgrahamdisciple @munster_gene I remember how for years on end Munster predicted a hardware Apple TV screen. Why does he have any credibility?
@bgrahamdisciple Have you inferred that through 100kw or gigaturd compute or is this just a Optimus sentient model with a 9574 battery pack powered by dogo?
Is everyone aware that the former CFO of $TSLA just sold ~$463mn worth of $TSLA stock? Did everyone see that in the proxy? So... for all the reporters asking me why $TSLA executives are leaving... with $TSLA's op. margins imploding, this COULD be your answer.